Overview
Assets Under Management: $170 million
Headquarters: MATAWAN, NJ
High-Net-Worth Clients: 200
Average Client Assets: $250,000
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 200
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.41
Average High-Net-Worth Client Assets: $250,000
Total Client Accounts: 1,100
Discretionary Accounts: 1,100
Regulatory Filings
CRD Number: 310272
Filing ID: 1979692
Last Filing Date: 2025-05-01 12:30:00
Website: https://grantvest.com